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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,591 | $82,314+28.3% | $68,808+53.5% | $134,532-21.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -6.86% | -2.18%-4.7pp | -6.37%-0.5pp | 418.27%-425.1pp |
| Employer contribution / active EE | $3,366 | $3,301+2.0% | $2,656+26.8% | $4,741-29.0% |
| Participant deferral / active EE | $5,454 | $4,740+15.1% | $3,942+38.4% | $6,401-14.8% |
| Admin fee / account holder | $14,583 | $6,484+124.9% | $4,936+195.5% | $11,429+27.6% |